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This workspace was built from the enquiry you just completed.
SALES WORKSPACE
Kovács Anna · Madeira, Portugália
BS-DEMO-2026-1042 · anna.kovacs@example.test · +36 30 555 0142
travellers nights
%
Proposal brief ready1 optional clarification remains
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✓ Source: saved traveller answers
Travellers and rooms
TravellerAgeRoom
Special request
Departure airports
ASSISTANT GUIDANCE SUMMARY
See exactly where the system added value
Every block reflects analysis, recommendations and traveller decisions that actually appeared on the form. The CRM adds no assumed data afterwards.
◎Destination and timing
◒Budget feasibility review
→
✈Nearby airport recommendation
ASSISTANT DESTINATION DISCOVERY
How a vague idea became an offer-ready destination
The system did not list random places: it evaluated timing, flight duration, travellers and desired experiences together.
HAPPENED ON THE FORMThe traveller asked the assistant for help choosing a destination
Selected planning mode: I do not know where to travel
SAVED ANSWERSThe system built a destination profile from the actual answers
Climate: Meleg, de nem forróTravel pace: Kényelmes, családbarátSetting: Természet és tengerFlight duration: Legfeljebb 5–6 óraTop priority: Közös élmények
ASSISTANT ANALYSIS RESULTThe selectable destination cards below appeared on the form
This is not CRM copy invented afterwards: these are the same suggestions and reasons the traveller saw.
MadeiraPortugal
94% match
☀ 22–25 °C ✈ about 5 hours
Mild warmth, dramatic nature and easy family activities in one destination.
✦It stays pleasantly warm in October without peak-season heat.
✓ Selected and saved to the brief
TenerifeSpain
89% match
☀ 24–28 °C ✈ about 5.5 hours
More reliable beach weather, family experiences and a broad hotel choice.
✦Weather can differ significantly between the north and south of the island.
MaltaMalta
84% match
☀ 23–27 °C ✈ about 2.5 hours
Shorter flight, historic places and a compact destination that is easy to explore.
✦It is closer than many classic Mediterranean holiday destinations.
✓
CHOICE SAVED BY THE TRAVELLER ON THE FORMMadeira · family nature trip · October
The CRM receives the planning mode, actual preferences, every alternative shown, the selected destination and its rationale.
ASSISTANT DESTINATION DISCOVERY
From actual form answers to the saved decision
This view is built exclusively from the form just completed.
HAPPENED ON THE FORMThe traveller asked the assistant to help choose a destination
SAVED ANSWERSThe destination profile used actual answers
:
ASSISTANT ANALYSIS RESULTThese exact cards appeared on the form
The CRM does not invent alternatives afterwards.
% match
✦
✓ Selected by the traveller on the form
✓
SAVED DECISION
Planning mode, preferences, all shown and excluded destinations, and the final choice were saved together in the CRM.
☀
DETAILED DESTINATION REVIEW
· weather, season and possibilities
✓ This is the same review shown to the traveller on the form.Indicative assistant analysis · agency review required before quoting
ASSISTANT BUDGET REVIEW
From entered amount to an informed budget decision
The original budget, system review and traveller’s final decision were saved together.
ORIGINAL TRAVELLER BUDGET
This amount started the feasibility review.
SYSTEM REVIEW
FINAL TRAVELLER DECISION
after the review
SMART AIRPORT RECOMMENDATION
More departure options, approved by the traveller
The system showed nearby alternatives to the entered airport; only approved choices were added to the lead.
1 · TRAVELLER ENTERED
2 · SYSTEM RECOMMENDED
3 · TRAVELLER ADDED
✓
The traveller did not add a new alternative.
Final departure list:
ADDITIONAL ASSISTANT CONVERSATION
The traveller asks, and the assistant answers using the saved form data
The assistant does not start another questionnaire here. The traveller asks about details that matter to them, and the assistant responds using dates, traveller composition and preferences already saved on the form. The complete conversation remains visible in the CRM.
✓
What does the travel agency gain?
Suggestion based on a verifiable source — the advisor remains in control.
Activity and proposal status
The journey continues
Turn this lead into a customer-ready proposal.
Destination, traveller count and budget continue into the proposal while the agency remains in control.